Olistico Wealth, LLC Ishares Tr Transaction History

Olistico Wealth, LLC

  • $189 Billion
  • Q3 2025

A detailed history of Olistico Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Olistico Wealth, LLC holds 1,863 shares of DVY stock, worth $262,012. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,863
Previous 1,908 2.36%
Holding current value
$262,012
Previous $253 Million 4.47%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$133.88 - $142.57 $6,024 - $6,415
-45 Reduced 2.36%
1,863 $265 Million
Q2 2025

Jul 22, 2025
BUY
$118.37 - $134.86 $142,044 - $161,832
1,200 Added 169.49%
1,908 $253 Million
Q1 2025

Apr 29, 2025
SELL
$128.58 - $138.1 $154,938 - $166,410
-1,205 Reduced 62.99%
708 $256 Million
Q4 2024

Jan 17, 2025
BUY
$129.55 - $143.41 $155,460 - $172,092
1,200 Added 168.3%
1,913 $251 Million
Q2 2024

Jul 09, 2024
BUY
$115.73 - $125.75 $82,515 - $89,659
713 New
713 $86.3 Million

Others Institutions Holding DVY

# of Institutions
1,486
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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